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Financial Professional

Bloom Financial Partners
locationBoston, MA, USA
PublishedPublished: 6/14/2022

Job Description

Job DescriptionSalary: 75,000-150,000

Financial Professional (Part-Time or Full-Time)


Are you a driven, motivated individual looking to make a meaningful impact through financial education and planning? We are seeking a Financial Professional to join our growing team of advisors. This role offers flexible hours and uncapped earning potential.



Position Overview:

As a Financial Professional, youll help clients create personalized strategies for protecting their families, building wealth, and preparing for retirement. This role focuses on insurance-based financial planning, utilizing tools like life insurance, annuities, and other protection and savings vehicles. Securities license can be pursued once insurance license is obtained.



Key Responsibilities:

  • Provide client-focused financial education
  • Build and maintain strong client relationships through trust, transparency, and consistent follow-up
  • Customize life insurance, health insurance, and indexed retirement strategies based on client goals
  • Attend weekly training and development sessions as well as weekly one-on-one mentorship meetings to stay current on products, strategies, and compliance
  • Work with mentor as well as independently to generate new business through networking, referrals, and marketing efforts


Qualifications:

  • Life and Health Insurance License (required to actively serve clients but may be obtained after on-boarding)
  • Excellent communication and interpersonal skills
  • Self-starter with a strong work ethic and entrepreneurial mindset
  • Passion for helping others achieve financial security and peace of mind
  • Prior experience in financial services, insurance, or sales is helpful but not required



What We Offer:

  • Comprehensive training and mentorship program
  • Proven systems for business development and client acquisition
  • Flexible schedule set your own hours (part-time or full-time)
  • Competitive compensation through commissions, bonuses, and incentives
  • Ongoing professional development and growth opportunities


Compensation:

Performance-based commission structure with no cap on earnings.


Ready to Start Making a Difference?

Whether youre newly licensed or looking for a career change with purpose, we invite you to apply. Begin your journey toward a rewarding career in financial services today!


remote work

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